Redtail CRM review (2026): is it worth $39 a month per user, billed yearly?
CRM for financial advisors, with compliant texting and imaging
Black Friday: is there a Redtail CRM sale?
Redtail CRM report card
Fair · out of 4.0 · graded Nov 12, 2026
Best for a CRM for solo advisors and small advisory firms
Redtail is a CRM for financial advisors, from $39 a user a month on Launch. Launch stops at 5 users with no workflows, imaging or texting, which start on Growth at $59.
Who Redtail CRM is for
- Fits if you are a solo advisor or small advisory practice
- Works for firms that must archive client notes, email and texts
Who Redtail CRM is not for
- Tight if you grow past 5 users, as Launch caps there
- Skip it if you want workflows or texting on the cheaper plan, because both start on Growth at $59
- Watch out: compliant texting depends on broker-dealer approval
- Watch out: Enterprise has no published price and needs a minimum licence commitment
Why Redtail CRM gets a 2.0
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- CValue for money$39 a user billed yearly ($45 monthly) on Launch and $59 on Growth, where the workflows are.
- DFree plan and trialA 30-day trial of Growth for new users, with no word on a card. No free plan.
- CFeaturesContacts, accounts, pipeline, reporting and a mobile app. Workflows, imaging and Speak need Growth.
- CEase of useNo store rating on record. Workflows and integrations to set up.
- BPlatforms and integrationsWeb and a mobile app, with Orion, Schwab, eMoney, Fidelity, Envestnet and Zapier connections.
What these grades rest on. Graded from this listing, whose facts were read from Redtail's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/redtail-crm#review"><img src="https://toolgpa.com/badge/redtail-crm.svg" alt="Redtail CRM: 2.0 GPA on ToolGPA" width="196" height="56"></a>Where Redtail CRM stands among CRM tools
Redtail CRM's GPA of 2.0 is higher than 17 of the 72 other CRM tools we grade, and level with 4.
It stands best on platforms and integrations (B, above 10 of 72) and worst on free plan and trial (D, above 12).
Its paid plans start at $39 a month for each person, against a middle price of $27.92 for the category: 42 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 30 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Redtail CRM’s own letter is outlined.
- CValue for moneyAbove 27 of 72, level with 36
- DFree plan and trialAbove 12 of 72, level with 9
- CFeaturesAbove 1 of 72, level with 33
- CEase of useAbove 1 of 72, level with 59
- BPlatforms and integrationsAbove 10 of 72, level with 55
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
Features, ease of use and platforms, averaged
What paid plans start at, a month (each step along is roughly double) →
- The best score at each price
- Has a free plan
- No free plan
Keep Redtail CRM, or make your own?
Keep it
To replace Redtail CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 51 of the 72 other CRM tools grade higher. It costs $468 a year.
What you could make
- Sales pipeline, reports, documents and calendar: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- Texts from a business number, registered with the carriers.
- It is priced for each person, which means accounts and billing for a team.
What this rests on. Redtail CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Redtail CRM?
Redtail CRM is a client relationship manager for financial advisors and advisory firms, made by Redtail Technology. It covers contacts and accounts, workflows, a sales pipeline tracker and a mobile app. The Growth plan adds Redtail Imaging for documents and Redtail Speak for compliant texting, which the page says is subject to broker-dealer approval.
Worth knowing
- Launch is limited to 5 users and has no workflows, imaging or texting; those start on Growth.
- Compliant texting is subject to broker-dealer approval.
- Enterprise has no published price and needs a minimum license commitment.
- The 30-day trial covers the Growth plan and is for new users only.
Key features
- Contacts and accounts
- Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists.
- Workflows and automation
- Process workflows, automation triggers and templates are listed from the Growth plan.
- Sales pipeline tracker
- A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports.
- Redtail Imaging
- CRM-integrated document management with audit trails, indexes for searching files and 200 GB of storage, included in Growth.
- Redtail Speak
- Archived, searchable texting for advisors, with scheduling, bulk texting and an AI assistant. The page says it is subject to broker-dealer approval.
- Integrations and mobile app
- The vendor lists more than 100 integrations with advisor tools, plus a secure mobile app on both plans.
Redtail CRM pricing
As of Nov 12, 2026, Redtail CRM is a paid product with a free trial, starting at $39 per user / month, billed yearly ($45 billed monthly).
- Starts at
- $39 per user / month, billed yearly ($45 billed monthly)
- Free plan
- None
- Free trial
- 30-day free trial of the Growth plan, for new users only
| Plan | Price | What you get |
|---|---|---|
| Launch | $39per user / month, billed yearly ($45 billed monthly) | Maximum of 5 users. Contact and account management, reporting, segmentation, mobile app and integrations. |
| Growth | $59per user / month, billed yearly ($65 billed monthly) | Unlimited users. Everything in Launch plus Imaging and Speak, process workflows, automation triggers, permissions and document storage. |
| Enterprise | Custom | Customizable plans for larger teams and advisor networks, with a minimum license commitment. Sold through sales. |
Read from redtailtechnology.com on Nov 12, 2026. Prices change, so confirm with Redtail CRM before you buy.
Ways to pay less
- Annual discountSave with yearly billing
Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65.
Stated on redtailtechnology.com
Works with
- Orion
- Schwab
- eMoney
- Fidelity
- Envestnet
- Holistiplan
- Nitrogen
- Zapier
Redtail CRM alternatives
- Redtail CRM vs Wealthbox
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- Redtail CRM vs Maximizer CRM
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- Redtail CRM vs Nutshell
Free trial · from $13/mo
- Redtail CRM vs Capsule CRM
Free plan · from $18/mo
- Redtail CRM vs Act!
Free trial · from $30/mo
Common questions
Does Redtail CRM have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Redtail CRM is listed for Web.
Does Redtail CRM have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Redtail CRM is listed for Web.
Is Redtail CRM open source?
Redtail CRM is not described as open source on its own site, as read on Nov 12, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.